Family Office Tax Services Leader | Tax Partner
Responsibilities
Serve as a trusted advisor to clients, delivering high value strategic, technical, and operational guidance.
Provide executive oversight on complex engagements to ensure quality, timeliness, and client satisfaction.
Maintain a strong understanding of industry trends, regulatory developments, and emerging business needs that impact client operations.
Drive exceptional client experiences aligned with Aprio’s service standards.
Develop and execute growth plans that expand Aprio’s market presence in designated practice areas or industry niches.
Build and maintain strong referral networks, strategic partnerships, and market relationships.
Identify new opportunities for service expansion, innovative offerings, and cross firm synergies.
Represent Aprio internally and externally as a leader committed to firm culture and values.
Recruit, mentor, and develop top talent within the practice area.
Lead engagement teams by modeling accountability, collaboration, and advocacy for employee growth.
Provide performance oversight, career coaching, and succession planning support.
Foster a diverse, inclusive, high trust environment that enables teams to excel.
Client Leadership & Service Delivery
Business Development & Growth
Talent Development & Team Leadership
Qualifications
12+ years of experience and demonstrated track record of leadership within a professional services firm.
Strong technical expertise in the relevant discipline (Tax, Private Client Services).
Proven success driving revenue growth, client expansion, and practice development.
Reputation for exceptional client service, strategic thinking, and collaborative leadership.
Demonstrated ability to mentor, inspire, and build high performing teams.
High ethical standards.
Deep experience with Family Office.
Experience operating in high growth, multilocation, or national firm environments.
Prior partner or executive leadership experience.
Required
Preferred